See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,408 | $48,795-4.9% | $65,493-29.1% | $84,808-45.3% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 12.34% | 20.20%-7.9pp | 982.45%-970.1pp | 40.90%-28.6pp |
| Employer contribution / active EE | $5,226 | $1,930+170.8% | $2,574+103.0% | $2,631+98.6% |
| Participant deferral / active EE | $1,408 | $2,928-51.9% | $3,961-64.5% | $4,212-66.6% |
| Admin fee / account holder | $547 | $3,877-85.9% | $5,028-89.1% | $7,344-92.6% |